See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,040 | $85,202-87.0% | $172,739-93.6% | $72,985-84.9% |
| Participation rate | 88.1% | 70.1%+18.0pp | 82.6%+5.4pp | 69.5%+18.6pp |
| Annual return | 27.33% | 27.32%0pp | 802.84%-775.5pp | 81.00%-53.7pp |
| Employer contribution / active EE | $987 | $3,324-70.3% | $5,143-80.8% | $2,440-59.6% |
| Participant deferral / active EE | $2,257 | $3,260-30.8% | $5,198-56.6% | $3,607-37.4% |
| Admin fee / account holder | $534 | $5,884-90.9% | $13,954-96.2% | $5,124-89.6% |